Cleveland-Cliffs: Big Improvement Coming

Jonathan WeberInvesting GroupFollow5ShareSavePlay(9min)CommentsSummaryCleveland-Cliffs (CLF) is expected to report Q1 losses, but with improving revenue and reduced losses versus last year.CLF's cash flow burn has improved significantly, raising the likelihood of positive cash flows in Q1 2026.Valuation based on 2027 estimates suggests CLF trades at ~13x earnings and ~7x EBITDA, indicating some longer-term upside potential.I remain neutral on CLF, seeing no near-term catalysts but acknowledging multi-year improvement prospects.Looking for a helping hand in the market? Members of Cash Flow Club get exclusive ideas and guidance to navigate any climate. Learn More » Getty Images Article Thesis Cleveland-Cliffs (CLF) will report its next earnings results on April 20, with analysts expecting that the company will report net losses for the first quarter. In this article, I will take a look at what we canThis article was written byJonathan Weber53.85K FollowersFollowJonathan Weber holds an engineering degree and has been active in the stock market and as a freelance analyst for many years. He has been sharing his research on Seeking Alpha since 2014. Jonathan’s primary focus is on value and income stocks but he covers growth occasionally. He is a contributing author for the investing group Cash Flow Club where along with Darren McCammon, they focus on company cash flows and their access to capital. Core features include: access to the leader’s personal income portfolio targeting 6%+ yield, community chat, the “Best Opportunities” List, coverage of energy midstream, commercial mREITs, BDCs, and shipping sectors,, and transparency on performance. Learn More.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.